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CX Institutional’s Ameriprise Financial AMP Stock Holding History

CX Institutional’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.12M Buy
12,420
+1,880
+18% +$1.01M 0.17% 144
2026
Q2 		$4.83M Buy
10,540
+424
+4% +$194K 0.14% 159
2026
Q1 		$4.5M Buy
10,116
+9,310
+1,155% +$4.49M 0.14% 174
2025
Q4 		$395K Buy
806
+5
+0.6% +$2.37K 0.01% 484
2025
Q3 		$393K Buy
801
+9
+1% +$4.61K 0.01% 496
2025
Q2 		$423K Sell
792
-8,722
-92% -$4.31M 0.01% 411
2025
Q1 		$4.61M Buy
9,514
+8,840
+1,312% +$4.64M 0.17% 128
2024
Q4 		$359K Buy
674
+4
+0.6% +$2.13K 0.01% 406
2024
Q3 		$315K Buy
670
+16
+2% +$6.94K 0.01% 456
2024
Q2 		$279K Sell
654
-5
-0.8% -$2.14K 0.01% 474
2024
Q1 		$289K Sell
659
-8
-1% -$3.2K 0.01% 464
2023
Q4 		$253K Buy
667
+21
+3% +$7.2K 0.01% 443
2023
Q3 		$213K Sell
646
-12,879
-95% -$4.4M 0.01% 466
2023
Q2 		$4.49M Buy
13,525
+1,205
+10% +$370K 0.23% 128
2023
Q1 		$3.77M Buy
+12,320
New +$4.04M 0.2% 152
2022
Q3 		– Sell
-199
Closed -$47K – 484
2022
Q2 		$47K Buy
+199
New +$53.3K ﹤0.01% 686
2021
Q4 		– Sell
-262
Closed -$69K – 361
2021
Q3 		$69K Buy
262
+42
+19% +$11K 0.01% 518
2021
Q2 		$55K Buy
220
+41
+23% +$10.3K ﹤0.01% 549
2021
Q1 		$42K Buy
179
+23
+15% +$4.97K ﹤0.01% 522
2020
Q4 		$30K Buy
156
+47
+43% +$8.41K ﹤0.01% 534
2020
Q3 		$17K Sell
109
-78
-42% -$12K ﹤0.01% 577
2020
Q2 		$28K Sell
187
-75
-29% -$9.62K ﹤0.01% 391
2020
Q1 		$27K Buy
262
+192
+274% +$28.4K ﹤0.01% 345
2019
Q4 		$12K Sell
70
-7,103
-99% -$1.1M ﹤0.01% 406
2019
Q3 		$1.05M Sell
7,173
-800
-10% -$112K 0.17% 123
2019
Q2 		$1.16M Buy
7,973
+7,895
+10,122% +$1.14M 0.18% 113
2019
Q1 		$10K Buy
78
+48
+160% +$5.96K ﹤0.01% 455
2018
Q4 		$3K Hold
30
– – ﹤0.01% 417
2018
Q3 		$4K Hold
30
– – ﹤0.01% 299
2018
Q2 		$4K Buy
+30
New +$4.25K ﹤0.01% 276

Other funds holding AMP

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CX Institutional's AMP Position: Q3 2026 in Review

CX Institutional increased its Ameriprise Financial (AMP) stake by 18% in Q3 2026, buying an estimated $1.01M and bringing the position to 12,420 shares worth $6.12M. The position accounts for 0.17% of the portfolio, ranked #144.

CX Institutional first reported a position in AMP in Q2 2018 and has held it in 30 quarters since. 15 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • CX Institutional held 12,420 shares of Ameriprise Financial worth $6.12M as of Q3 2026.
  • CX Institutional bought 1,880 Ameriprise Financial shares in Q3 2026, an estimated $1.01M.
  • Ameriprise Financial made up 0.17% of CX Institutional's portfolio in Q3 2026, its #144 holding.
  • CX Institutional first reported a position in Ameriprise Financial in Q2 2018 and has held it in 30 quarters since.
  • 15 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.